See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,668 | $54,705+78.5% | $71,209+37.2% | $84,808+15.2% |
| Participation rate | 55.3% | 64.1%-8.8pp | 73.8%-18.4pp | 68.3%-13.0pp |
| Annual return | 13.49% | 35.90%-22.4pp | 282.51%-269.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $512 | $2,158-76.3% | $2,721-81.2% | $2,631-80.5% |
| Participant deferral / active EE | $3,402 | $3,030+12.3% | $4,175-18.5% | $4,212-19.2% |
| Admin fee / account holder | $15,228 | $4,863+213.1% | $5,349+184.7% | $7,344+107.4% |